To manage or add new members to a SMSF, please select the appropriate SMSF account from the SMSFs tab to view a particular SMSF, and then select the Members & Trustees menu option:
A list of current members and trustees for the SMSF is displayed.
Please note: full member TFNs will not be displayed, only the last 3 digits.
To add a new member, please select + New Member.
Once all fields have been completed, click the Add member button to save this member to the SMSF. They will now appear in the Member and Trustee listing for this SMSF.
Please note: a rollover can only be processed for a member who has been added.